Dallán Ryan

A blog highlighting the importance of early and accurate forecasts of global trade flows for understanding economic activity at both macro and micro levels.

Eagle Alpha announces Surveyor, a new product enhancing due diligence and communication for alternative data buyers and vendors, focusing on compliance.

Our blog compares Big Tech’s data collection, including Facebook, Instagram, and TikTok, highlighting differences in data types, alternative categories, and potential uses.

Eagle Alpha’s annual report highlights alternative data industry growth, M&A trends, key research, and efforts to meet buyer/vendor needs with new product features.

New industries are typically fragmented with numerous small players competing for market share. Industries then consolidate as they become more mature. According to A.T. Kearney’s study, all industries go through a consolidation life cycle which consists of five stages – opening, plateau, concentration, dominance, and reopening. Every company in every industry goes through these stages or disappears. Increased competition, changing regulations, new technologies, and increasing customer sophistication is putting pressure on today’s technology leaders and alternative data vendors. Companies would mostly pursue mergers and acquisitions to gain scale advantages and accelerate growth. A size advantage often lowers costs leading to competitive advantage and to competitive price setting.

Our blog dives into satellite data’s impact on asset management since 2010, from CNBC’s reports on surveillance techniques to UBS using it to estimate Walmart’s revenues.